Sargent Bickham Lagudis’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-420
| Closed | -$43K | – | 1100 |
|
|
2022
Q1 | $43K | Buy |
+420
| New | +$43K | ﹤0.01% | 484 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$1K | – | 856 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 821 |
|
|
2019
Q3 | – | Sell |
-269
| Closed | -$29K | – | 752 |
|
|
2019
Q2 | $29K | Buy |
269
+31
| +13% | +$3.34K | ﹤0.01% | 442 |
|
|
2019
Q1 | $25K | Buy |
+238
| New | +$25K | ﹤0.01% | 483 |
|
|
2016
Q4 | – | Sell |
-165
| Closed | -$18 | – | 735 |
|
|
2016
Q3 | $18 | Sell |
165
-96
| -37% | -$10 | ﹤0.01% | 492 |
|
|
2016
Q2 | $29K | Hold |
261
| – | – | ﹤0.01% | 408 |
|
|
2016
Q1 | $29K | Buy |
+261
| New | +$29K | ﹤0.01% | 434 |
|